Changes for managers, case handlers and reviewers

From QmPlusDoc

Jump to: navigation, search

Qm+ has two user interfaces. This is the change log for managers, case handlers and reviewers. The change log for employees can be found here.

Contents

Changes in version 3.13 - 21.10.2011

General

  • Several adjustments have been made according to the Quality criteria (Norwegian only) defined by the Norwegian Agency for Public Management and eGovernment (Difi) . This is a work in progress.
    • Buttons that apply to an entire page are now gathered in a separate row with green background colour at the bottom of the page.
    • You can now (de-)select many checkboxes by clicking also on the text that accompanies them, without having to click on the checkboxes themselves.
  • The SMS module has been significantly expanded with the possibility to send an SMS instead of / in addition to an email at many pages. The SMS module can be ordered by contacting us at post@qmplus.net. The annual price increases by 5000 NOK per year and includes 5000 SMS per year. In general, it costs 5000 NOK for every 5000 additional SMS.
  • We have introduced a new system for setting up Rules. This allows the automatic execution of a number of tasks given a set of criteria.
  • Warning for cases that are overdue: An auto-generated warning email is now sent for actions with status Under execution which are overdue.
  • As of this version, Qm+ no longer supports Interner Explorer 6 (IE6). If you are using IE6 and you are experiencing problems with Qm+, you are strongly encouraged to upgrade your browser.

Admin

  • Case handlers. The tab has been removed and replaced by Rules. All defined case handlers and their possible connections to message forms and early case handling have been transferred to the new, more flexible, Rule system.
  • Edit category: The user can now add a category to many message forms simultaneously.

Rules

New tab for managing rules. These are a set of criteria, that when satisfied, a certain "Reaction" happens. All preliminary rules can be defined based on criteria for users, forms, categories and departments.

  • Example 1: User A is an additional case handler for the HES-form and the Information security form, from the departments Technical, Culture and Administration.
  • Example 2: Users B and C will receive an email whenever a message is registered using the HES-form, has the category Fire safety selected and has been registered on the Technical department.

In the first phase, Rules can only be created / modified by users with user type Manager on the top department or who have the system role Content administrator.

The available "Reactions" at the moment are:

  • Additional case handlers: The same as the former Case handlers tab.
  • Early case handlers: Same as the list of users previously found in the page Edit case handler.
  • Action approvers: New functionality. In principle, all users with the user type Manager or Case handler can handle all messages within their area of responsibility. To restrict who can close certain messages, you can set up Rules that specify who and when can close a message. The affected actions are: Reject (message), (Create) Action - Action done and Approve action.
  • Informed upon message registration: New functionality. When a new message is registered, users who satisfy the criteria set up in these rules will receive a notification for the new message. The notification may be sent by email, SMS or both.

Graphs

  • Per department overview table: We have added a column with the total number of registrations in the selected period.
  • Per department overview table: It is now possible to select the period type. Possible options are: Automatic, Yearly, Quarterly, Monthly and Weekly. Automatic means that the system selects the period type (preselected).

Inbox / Archive

  • Message process: Action, all textfields now start blank as default. If you want to keep the old solution where some text was copied into the action from the original message, contact drift@qmplus.net.
  • Message process: New customisation options for those who do not wish to use action planning. This reduces the choices in the "Choose action" drop-down menu to: Reject, Close the case and Upload file.
  • Message process: You can now click on all the labels of checkboxes or radio buttons in this page to select them.
  • Message process: All the previous email text fields in this page can now be used to also send SMS, if the SMS module is on.
  • Message process: The former "Action" choice in the "Choose action drop-down menu" is now split in two.
    • The choice "Close the case" is the same as the old "Action done" that was shown in the separate drop-down menu for actions. This creates a new action with the given name and description that is immediately closed when the Save button is clicked.
    • The choice "Plan an action" is the same as the old "Action needs planning" that was shown in the separate drop-down menu for actions. This creates a new action with the given name and description. When the Save button is clicked, the action gets the status Under execution, defined notifications are sent and the new action is shown as before.
  • Message process: When selecting either "Close the case" or "Plan an action" in the Choose action drop-down menu, all text fields are empty at the beginning. If you wish to automatically copy the action description text as before from the original message, contact drift@qmplus.net.
  • Message process and action process: The title of the action description field is now changed from Correcting action to Job description. If you want to keep the previous text, contact drift@qmplus.net. This change will also affect all existing actions.
  • Message process: When a new action is created, you no longer get transferred to the action process page. If you want to see the complete action screen after you have created an action, click on the name of the new action in the table at the top of the screen or click on the action process tab.

Archive

  • Action search: The Form type 'Comment' has been added to the search criteria.
  • Message search: The Status 'Action in progress' has been added to the search criteria. This status applies to messages that are attached to at least one action which has not been approved.
  • The defining category of the message now shows in bold letters in the column Description in the Archive tables and in the summary .pdf reports.

Activity plan

  • Comments to the activity: A column "Select" has been added to the right side of the table. The user can now select for which comment (s)he wants to create an action. Select as many comments as you wish and then click on the Create new action button. All comments are preselected. Click on the checkbox on the column header (next to "Select") to select or deselect all comments at the same time.


Changes in version 3.11 - 29.06.2011

General

  • Emails. The encrypted login information is now included only in the email header "Message-Id". The "Application data do not delete" has been removed by default. The relative flag in the customer's preferences (INCLUDEAPPDATA) has been set to false for all customers, except for those few whose email servers do not support the "In-Reply-To" email header (e.g. some versions of Microsoft Exchange 2003 and Fronter). Note that any email which did not originate from Qm+ directly (e.g. if it was forwarded first) will not be accepted by the system. Please contact us at drift@qmplus.net if you have any questions regarding this.
  • Some minor adjustments have been made ​​to satisfy the requirements of universal design. The most visible one is that some colours have been adjusted to provide better contrast.

Info

  • New menu system for sub tabs.

Graphs

  • Changes in the colours used in the charts. The signal colours red, yellow and green that have special meaning in the priority and status charts are no longer used in the other charts.
  • Search criteria. When you have categories in the search criteria they are shown in drop-down menus. These can be used to change the selected category. The delete icon Delete.png can be used to remove a category from the search criteria.
  • New report type "Per department overview table". The table shows an overview of the the most important data for messages summed up for the department which is selected in the Navigator. The data is listed below each other, distributed in time periods. The periods are created automatically based on the time frame you have selected for the report. This is the same as in the chart "Distribution over time". The data shown in the report are aggregated from the department selected in the navigator. At the moment there is no possibility to directly export the data or click on them (drill down functionality) in this report. Such functionality is scheduled for a later version of Qm+.

Admin

Forms

  • Message forms / Edit message form. It is now possible to set up dependencies between categories in a message form. That means that some categories are only shown if other categories are selected. Dependencies may be set up as "And" dependencies or "Or" dependencies. The dependencies are set up from the list of all categories in the message form.
  • Message forms / Edit message form. New button Show / Hide advanced options under the tab Categories. The form's Order type is considered an advanced option and is no longer displayed by default.
  • Message forms / Edit message form. It is now possible to specify in which phase and how a category group will be displayed. The options are: Hidden, Editable and Read only. The default is that all category groups in a message form are editable under Edit message. The phases are: The message form, the message process page and the action process page. The view in the message detail field that appears when you hold the cursor above the + symbol under Inbox and Archive and in the Message process page is not affected by these settings.

Documents

  • We have changed the standard document editing tool. It should now work much better in older browsers, especially IE 7.
  • The version overview is updated to better handle versions and revisions. For each version both the user that created the version and the one who changed it last are now displayed with the edit time.
  • By request of several customers we have now removed the function that made it possible to manually set which version of the document is the current version. We plan to make a function that controls the publishing of new versions in a later version.

Inbox / Archive

  • Edit message. Categories may now have dependencies. That means they are only shown if other categories are already selected.
  • Edit message. Category groups may now be shown as an image where you can mark or check fields in the image as selected. The selections from the image are then transferred into the message form. The message form must have one category per selectable part in the image. This may only be set up by QmPlus AS and is charged in accordance with the current hourly fees. Expected time needed is 1 - 2 hours per image.
  • The Option page for reports has two new options. You can select to hide the names of the message originators in a message report, if the case history is not included in it. Also, for risk message reports, you now have the option to disable the risk colours inside the message list.

Archive

  • Risk. Messages from deactivated departments are now left out of the Risk overview.
  • Search messages and actions. When you have categories in the search criteria they are shown in drop-down menus. These can be used to change the selected category. The delete icon Delete.png can be used to remove a category from the search criteria.


Changes in version 3.10 - 18.03.2011

General

  • It is now possible to assign multiple departments to each user. For each department the user belongs to, (s)he has a corresponding user type as before. This is managed under Edit user information. Users who belong to multiple departments select the department they wish to log into on the login page. To log into a different department, you must log out and then in again.
  • New option that gives users with the user type Case handler access only to messages created with the message form they are responsible for. This is disabled by default.
  • There have been some structural changes in the interface which should allow our Qm+ pages to adapt better to lower screen resolutions. There have also been some changes that make the system more compatible with standard HTML code. This may cause some screens to look somewhat different. Please give us feedback on this at drift@qmplus.net.

Info

  • Option for icon Page white word.png for export to .docx added for documents written in Qm+. Please note that the .pdf version is the most suitable for printing. At this point, we cannot guarantee that the .docx version will look the same in all editors or that the documents will open correctly (with various versions of Microsoft Office and OpenOffice 3.2.1 or later). This export format should only be used when there is a need for manually updating the document. This option is disabled by default.
  • Document overviews may now be managed by roles.

Graphs

  • Category graphs for category groups of the type Number now have a new checkbox for showing the Average. This shows the sum of the numbers saved in the field for the category divided by the number of messages where this category has been selected.
  • New options for all chart types. It is now possible to define on a per customer basis which charts will be visible when the page loads.

Admin

Users

  • Edit user information. New button for adding a department to a user.
  • Edit user information. New button for deleting a department from a user, for those users who belong to multiple departments.
  • New button Export users. Creates a. csv file that contains all the user information. This can be opened in Excel, OpenOffice or similar. The exported file will also contain additional user information if the option for additional user data fields is turned on. The headings of the table columns is at present not adapted to different languages. The same applies to the user's Type.

Forms / Lists

  • Edit list content. The page is rewritten and all known bugs in this page are now fixed. The functionality in the page is unchanged and the appearance is nearly the same as before.

Case handlers

  • The table can now be sorted on all columns.

Documents

  • Various changes in both the new and the old document module have been made to improve the stability of the software. The old solution is still preselected by default. This is because of an unsolved problem that makes the new module particularly slow in Internet Explorer for companies with many departments. Contact drift@qmplus.net if you want the new document module to be preselected by default for your company.
  • Edit document overview. Roles may be added to a document overview. A document overview with roles is only shown under Info if the user opening Info or the selected department in the navigator has at least one of the roles the document overview has.

Inbox / Archive

  • The message history became more compact. Everything that happens at the same time (when clicking a button), like emails sent or actions done, now shows in a single row. This change can be seen in the popups from the Inbox (+) and the Archive (+) and when opening a message. The message reports have also been updated. Also, the columns Operation and Done by in the message history table have switched places.
  • The action history became more compact. Some entries have been merged (for example email sent at the same time to the action creator, the action executor and the action approver).
  • There is a new Option page for reports that opens when you click on the "Show as pdf" button. It contains the following options:
    • Possibility to choose the report type (summary report / complete report). Complete report is the extended report which was default in the previous version. The summary report is new, and is used for printing out the same view as the Archive page. The summary report can be created from the Archive pages or from Comments to the activity.
    • Possibility to choose the exported file format (pdf / docx). for reports from the pages under the tab Archive. Please note that the .pdf version is the most suitable for printing. At this point, we cannot guarantee that the .docx version will look the same in all editors or that the documents will open correctly (with various versions of Microsoft Office and OpenOffice 3.2.1 or later). This export format should only be used when there is a need for manually updating the report.
    • Possibility to change some of the contents of the PDF reports for messages, actions and comments. Option for showing the image attachments, including or not the page title, the company logo, the search criteria, the risk table(s) etc. Please note that image resizing is done automatically at this point. Let us know if you are experiencing problems with images in the reports.
  • Pop ups for messages and actions have become uniform, they all open from the + sign. The H column has been removed from all tables.
  • The page for attached messages to an action now opens from a button in the Action process page.
  • Action process: A "+" has been added in the first column of the table for displaying the extended message information. The Show message button and the Attach / Detach message buttons have been replaced with icons in the last column of the table which used to contain a checkbox. You can now click on the icons directly if you wish to open a message, attach it to the action or detach it from it.
  • The pages Edit message, Message process and Action process now have a new more informative title (number, status, due date etc).
  • The tabs Edit message, Message process and Action process now appear in the same page so that the transition from message to action is a more straightforward process. If there are several messages attached to an action or vice versa, a drop-down menu will appear below these tabs where you can choose which message or action you wish to open.
  • Register new message. The buttons have changed colour. The buttons for new messages now have an orange / yellow colour, for log messages they are green and for risk messages red.
  • Register new message. The buttons for messages, as well as log messages and risk messages are now displayed in the Inbox. The buttons for log and risk messages are displayed only if they are activated. If you save a new log or risk message, you will be redirected to the corresponding page in the Archive.
  • For those who have selected the option that makes the buttons for registering a new message to be displayed directly in the inbox page regardless of the number of buttons, the buttons will appear in rows of six.

Archive

  • Now uses the same way for showing the extended message information as in Inbox. The separate history column (H) has been removed.
  • The "Printer friendly" button has changed name to "Expanded view".
  • Some empty columns have been removed from the tables.

Activity plan

  • Graphs for the list: The comment list icon which links to the page Comments to the activity is now shown for all questions, even those with 0 comments. It is also shown next to the activity name, along with the total number of comments to it.
  • Comments to the activity: The pdf report button was added to the page. The "Printer friendly" button has changed name to "Expanded view".


Changes in version 3.9 - 22.10.2010

General

  • The login screens have now the same colour style as the rest of the system.
  • When someone replies to an email sent from msg-handler@qmplus.net adding other email addresses to the fields To / Cc / Bcc, they will receive a security alert by email. This is because the forwarded email contains a link that allows the recipient to log into Qm+ as the user who got the email originally.
  • The online help pages are now also available in English. Each page has now a Help.png Help icon at the upper right corner that opens the corresponding help page in this wiki.

Info

  • Icon for export to PDF added for documents written in Qm+.

Graphs

  • New option User graph. Displays an overview of how many messages are registered by each user on the selected department. Please contact us if your company would like to have this feature.
  • The drop-down menu for forms now contains only forms that have been used in the selected time period. Deactivated forms will also show if they have been used.
  • The drop-down menu for the Category groups now contains only groups from the forms shown in the drop-down menu for forms.
  • This loading speed for this page has improved considerably, especially for reports with many messages.
  • New tab Comment reports. Used for getting an overview of the messages that have come in as comments via the Activity plan.

Admin

  • Forms / Risk analysis lists / Edit list information. New field Risk alternative. Used if you want to change the definition of probability and consequence for a list. All lists that do not have a particular risk alternative set will use the top group, now called Standard. If the group changes, the definition will change for all risk lists that do not have another risk alternative set.
  • Forms / Message forms / Edit message form. New button Update messages for users with the system role Content administrator. Updates all the open messages so that they use the latest version of the message form. Please note that if some categories or text fields are removed, the registered information may be lost. Messages that are attached to actions or rejected will not be changed.
  • The Import and Export buttons were removed from the pages Edit message form and Edit list information. You can still import and export lists and message forms through the Common library tab.
  • Documents. Icon for export to PDF added for documents written in Qm+.
  • Documents. New icon added in the document overview that opens the new page for editing documents. The old editing page will also be available for a transitional period.

Activity plan

  • Introduced risk value 0. Used for questions that are not relevant and means "unanswered".
  • Graph for risk analysis lists. New image that shows the number of answered questions with each risk value. There is a graph showing the total for the entire activity at the top. Each question has its own graph showing the answers for this question. Each question also has a sum that shows the number of answers in each risk zone, as well as the number of replies who left the question unanswered. You can click on everything and see the list of replies that belong to the number you clicked on.
  • Graph for risk analysis lists. New drop-down menu for choosing between the new "count" graph and the old "average" graph.
  • Risk analysis lists. The definition of probability and consequence can now be determined individually for each risk analysis list.
  • Follow up. Can sort by the date or the name of the activity. The selected sorting applies to both active and deactivated activities. Sorting by date is preselected as before.
  • New option that forces the page "Do you have any comments?" to be always displayed after you have answered a survey form, even if the survey form had text fields for comments shown directly inside it. This is useful for those who need to fill out more fields or categorize / analyse the comment messages. Turned off by default, but can be ordered.
  • Graph comparing two activities. 0 value is now displayed for questions without answers.
  • Send list results. The "average" graph and the new "count" risk graph are also available from the report that opens when using the link in the email.
  • The selected department in the Navigator was added to the PDF reports.

Inbox

  • Message form. For category groups shown as drop-down menus you can now write letters to find your way to the desired category. Click first on the drop-down menu before you press the first letter or number on the keyboard. This search function is particularly useful for category groups that may contain 100 - 1000 categories (for example: road name, where the goal is to get statistics for maintenance tasks per road).
  • Message form. New option. The cost field can be locked so that it is no longer possible to override the sum of the checked categories. This option is turned off by default.
  • Message handling. New option that ensures that the list of categories is expanded when you open the page. This is disabled by default.
  • The code for generating this page has been optimized for large data sets.
  • It is now possible to sort on any of the columns except the Description column.

Archive

  • The code for generating this page has been optimized for large data sets.
  • It is now possible to sort on any of the columns except the Description column.
  • There is a new tab Comments that shows the comment messages registered as comments to a list distributed from the Activity plan.
  • The tabs Log messages, Comment messages and Risk messages have new date fields and a Search button, so that you can view only messages in a selected period. The tabs Log messages and Comment messages show by default messages from the last year, while the tab Risk messages shows by default messages from 01/01/2000 and later.
  • Search criteria. The drop-down menus Report type, Form and Category group have been removed. After the transition to the current model where we show multiple charts in the same page, these lost most of their value.
  • Search criteria. New button Show in graphs. Opens the Graphs with the same search criteria as the ones used for retrieving the list of messages shown below the search criteria table. The graphs will then contain the same messages found in the list.


Changes in version 3.8 - 18.06.2010

General

  • Sending email is now done in a different way. The encrypted login information is now included in the email header "Message-Id". The "Application data do not delete" is no longer necessary. We have set a flag in the customer's preferences (INCLUDEAPPDATA) which can be set to false if we are sure that the customer's email server supports the "In-Reply-To" email header. For the moment it has been set to true for all customers. It should be gradually changed to false. This way, the direct reply to the system through the customer's email program should work for most cases (including Mac mail and Thunderbird). Email that did not originate from Qm+ directly (e.g. if it was forwarded first) will not be accepted by the system.
  • Permission control. The access control for a number of pages in the system has changed. Read more about access control for messages, actions, activities.
  • Email. Some types of emails now show the sender's name in the subject.

Admin

Documents

  • Hearing overview. It is now possible to send comments by email to the participators in a hearing round.
  • Hearing overview. All email comments related to the hearing now appear in a list at the bottom of the page.

Organisation

  • Management module for LDAP / AD integration.
    • The module is visible to customers with LDAP / AD integration, to the user who has been given the role LDAP responsible.
    • The module enables the administration of the integration so that users can be synchronized.

Activity plan

  • The reminder email that was created in the editor was missing the text after the link when it was sent. This has been fixed.
  • Survey report data have been corrected.

Inbox

  • Action (& case) history added in the Inbox (column with "+").
  • Popup window size from Inbox corrected and now it appears correctly also in Safari.
  • The entries in the inbox show special characters like " ', < " etc correctly.

Archive

  • The table can now be sorted on the column Operative department.
  • Action (& case) history added in Archive popup (column with "+").
  • The content of the message reports has been updated to match the printer friendly version of the web page.
  • The table for actions under planning now shows the action name instead of the deviation description.

Actions

  • Action (& case) history added when opening an action (at the bottom of the page) and in action PDF reports. Added also to the worker interface.
  • Action name now supports special characters like " ', < " etc.
  • ActionNr was added to the search criteria even if it was "0". That made the dates disappear from the Search page. (Fixed)
  • The selected schema is now shown in Search criteria in Action PDF reports.
  • Full process and edit access is now given only to the managers and case handlers who have the action in their own or in a subordinate department.
  • For actions created outside the remit of a manager or a case handler, it is now only possible for the managers or case handlers to mark the action as Executed for users who are within their remit.
  • The PDF report title has been omitted when printing a single action.

Message handling

  • When sending a note about the case, the email sender was always the case handler and not the actual message sender: FIXED
  • The Email sender was not the same in the encrypted Application Data String and in the link of the email: FIXED
  • The PDF report title has been omitted when printing a single message.
  • The process of filling out PDF forms from a message has been automated.
  • To be informed of a message now provides read-only access to the message.
  • An additional Close button added next to the Save and Send buttons.


Changes in version 3.7 - 26.03.2010

General

  • The integration module with Facilit is ready. This is an additional module that can be ordered by those of our customers using the FDV-system Facilit. The module adds a new option "Send to Facilit" in the menu Choose action in the page "Message process" for messages. It is possible to transfer the case as a new action to Facilit. At the same time, an action is created in Qm+. The status of the action in Qm+ is updated continuously from Facilit.
  • All PDF reports are now generated much faster.

Admin

Documents

  • The hearing status of a document will now appear as an icon in the status column. Indexing status - whether the search engine of Qm+ has been able to read the document, appears now as an icon in the same column.

Activity plan

Graphs for the list

  • Save as pdf now appears as a button for all types of lists. Creates a PDF that contains all the graphs shown in the page. For long lists, it may take some time before the file is created. The comments are not included in the PDF file for the moment.

Inbox / Archive

  • In the Archive, the column #Number in the table is now visible only to those who have enabled this field in the message forms. This column was never shown in the Inbox.

Message handling

  • When using the option Inform more under Send a note about the case, you now get more options when selecting recipients. A new drop-down menu lets you choose which users will appear in the list on the right side from where you can select users.
    • Case handler list - produces the list which existed in previous versions.
    • All - allows you to choose between all users in the system, from the user's department and from its subordinate departments.
    • Other options - these are the roles that exist in the system. If you select a role, you get those users who have that role, from the user's department and from its subordinate departments.

Regardless of your choice in the drop-down menu, the names which are shown in the left panel do not appear in the right one.

As previously, the selected users are shown in the left panel and those not selected are in the right panel. An option has been created for this role-based selection that allows you to choose users from the highest department in the organisation and from its subordinate departments or from the user's department and its subordinate departments. Please contact us if you would like this option to be enabled for you.

  • New buttons Inform more, Add all and Remove all.
  • For those who have the Facilit module, possibility to send to Facilit under Choose action. It allows you to select property and building from Facilit before the case is transferred to Facilit as an action there.
  • New Button Save as pdf. Creates a PDF of the message you are looking at that contains the message and its history.

Action search

  • Multiple fixes in relation to the parameters from the search page.
  • Can now search by the priority of the attached messages to the action.
  • Can now search by the message form of the attached messages to the action.


Changes in version 3.6 - 28.12.2009

General

  • All character set issues that have resulted in some unreadable characters in some screens should now be resolved. If there are still cases of unreadable signs, contact drift@qmplus.net.

Graphs

  • Log graphs are back again.
  • The colors in the status graph have now changed to red for new messages, orange for messages sent to case handler, yellow for action in progress, green for closed and black for rejected.
  • Distribution over time is back as a graph type.

Admin

Common library

The common library is now created. This is a library where all Qm+ customers can share their lists and message forms. In a future version, the library will have extended capabilities, like the opportunity for sharing of documents such as procedures and instructions. All forms in the library can have a comment and keywords. Keywords can be used as search words from a drop down menu in the library window. If you have suggestions for more keywords, or have other suggestions for the library, contact drift@qmpplus.net.

  • The common library appears as an additional tab for each type of form.
  • To export a form to the library, click on the Export button in the form overview.
  • To import a form from the library, click ok the Import button in the library.
  • Forms that are already imported or exported lose their import / export button to prevent importing or exporting them several times.

Archive

  • "Save as PDF" is a new button for Non conformance / Proposals, Log messages and Risk. It creates a PDF file of the list of messages you can see on your screen which is downloaded from a separate window. The button that saves as HTML file has been removed. The same button for actions is planned for the next version.

Activity plan

  • Graphs for the list: New Report button. It creates a PDF file of the graph you can see on your screen and downloads it in a separate window. This should solve the printing problem many had with this page.


Changes in version 3.5 - 11.09.2009

General

  • The name of the logged in user is now shown with the selected department at the top right corner in all screens together with Print and Help. Help is only shown in pages where the help files are translated to english. All pages now have a help page for norwegian.
  • The color profile is changed for the whole system.
  • Icons are used to a larger degree throughout the system to illustrate different functions.
  • Most old icons are exchanged for new. When in doubt, hold the cursor above the icon to see an explanatory text.
  • The logo is no longer shown in the main screen.

Info

  • Subdocuments are now shown when holding the cursor above the triangle in front of a document that has subdocuments. Click on the triangle with the left mouse button to hide the subdocuments.
  • An icon is shown in front of all documents to show what kind of document it is.
  • The background colour of the link groups may now be configured by the super user. This is done in Admin/Links/Active link groups/Edit link group.
  • The super user may now use subfolders of up to two levels when organising the documents. This is done in Admin/Links/Active link groups/Edit link group.

Graphs

  • The graph page is now totaly redesigned. The user may now decide which and how many graphs are to be shown.
  • User reports new report type. This report gives an overview of logins to the system in a given timeframe. Max 1000 rows are shown in the table whatever the selection. The logins are logged starting from this version.

There are three different report types:

    • The login overview show all logins in a given timeframe.
    • Logins over time shows the amount of logins per period.
    • The mean value report shows the mean value of logins per periode.
  • New button - Write report. This button starts a new report that is written in the edit document field for documents in Admin/Links. The report automatically includes all graphs in the picture when the button is pressed. The report is stored as a document in Qm+, and will be published as other documents and links under Info.

Admin

Forms / Message forms / Edit message form

  • Configuration of categories, links, fields and roles are divided in a subfolder per topic.
  • Additionally, a folder for case handlers is added to give an overview of all case handlers attached to the message form.
  • Edit categories has a new overview of all categories attached to the form and from what department they are added.

Case handlers

  • Deactivated users that are added as case handlers are now marked as deactivated in the overview.
Edit case handler
  • It is now possible to change department in the navigator while remaining in the edit case handler screen.
  • The save button does no longer close this screen.
  • The list of message forms now shows all message forms available on the selected department and all message forms the selected case handler is standard case handler for.
  • Edit case handler. New button: Show/hide deactivated message forms.

User overview

  • It is now possible to send messages to all registered users. All types of messages can be sent as emails. SMS is available for those who have ordered it. There will be a fixed fee for every SMS sent.
  • There are 3 different types of messages:
    • 1: Link to the forgotten password page. This is especially usefull when starting up with the system and you need to distribute login information to all users.
    • 2: Link to login screen for the mobile version (only for customers using the mobile version). This is used for sending a link that logs the user directly into the mobile version.
    • 3: Information. This is used for sending messages with no link in them.

Links

  • A new editing tool to create documents is now available. The documents are made in HTML and have the most usual format options.
  • Hearing rounds may now be created for a link. One hearing round may exist for each version of the document.
  • A hearing round may have the status On hearing, For approval and Approved.
  • A hearing has one user that is responsible for the hearing, one that is responsible for the approval and a group that may give hearing statements.
  • Edit link group. The super user may now determine the background colour for each link group in the Info folder.

Activity plan

  • New activity. For anonymous activities it is now set as standard that 6 answers must be registered on a selected department before any information is shown. The user creating the activity may specify a different number when creating the activity.
  • Send result. New option "Choose among all users" when choosing recipients.
  • References. New option for the activity plan. When this option is active, it is possible to define attached links to an activity or to a list as references. A reference is shown in the activity plan next to the name of the activity. This can be used to clarify which documents are the basis of the activity. This is an option that can be activated on a customer basis by QmPlus AS.

Survey forms, list form

  • Comment field directly by the question. If comment form and comment category is set for a question, the comment field is displayed in the list form as it is in the single question form. It is up to each individual customer to determine whether the page "Do you have any comments?" should appear after the list is saved. It can be used to supplement comments or comment on questions that do not have a pre-defined category.
  • Questions of type Text now show a comment field as is for Single question list if the comment form and the comment category are set for the question. The title of the comment field (the name of the text field in the comment form) is not used here.

Survey forms, both list form and single question view

  • Multiple choice questions now have an individual comment field for each alternative. This is done so that it can be possible to list the comments for each alternative when looking at the results. This function may be turned off on a customer basis.

Graphs for the list

  • In the mean value graph the rest up to the max value is now coloured white.

User report

  • Available actions now only show actions created in the same or higher level departments with regard to the selected user.
  • The department column for actions now shows the name of the department the action was created on and the name of the department immediately above it in the hierarchy.

Inbox / Archive

  • Messages registered by a manager now automaticly get this manager as responsible. That means, such messages are not shown under Inbox / My current cases for other managers in the same department. The manager's name is also shown in the column Current case handler and in the Current case handler field in the Case handling screen.
  • Hearing rounds new type of row in the table. They get a grey background colour and open the hearing screen. A row for a hearing is shown in the table if you have either an unanswered hearing round or you are responsible for approving a hearing and all the members of the hearing group have answered the hearing.

Case handling

  • Further study is removed as an option. Instead, use Choose case handler with your own name and set a due date.
  • Sending an email attached to a message is now done from one text field instead of three. Below the text field it is possible to check the users that should receive the message. Check Send a note about the case to show the text field and the recipient list. Selecting Choose case handler automaticaly checks the Send a note field.
  • Send to case handler and Send to former case handler now use the same text field used for sending emails to others. Whoever is selected in the drop-down menu will now be pre-selected in the recipient list.
  • The action in the Choose action drop-down menu is now used for both the previous choices of Fixed directly and Create action. After selecting Action, you now select if the action is done, which the standard pre-selected choice, or if the action needs planning.
  • The dialog overview at the bottom of the screen is now exchanged with a more explicit history. This history contains in addition to all communication about the case an overview of all content and status changes for the message.
  • Each customer may now choose if the fields Action name and Corrective action should start blank or contain information from the original message. If anybody wants to change this for their system contact us at drift@qmplus.net.
  • Standard due date for messages is set to the current date + 7 days.
  • Actions. Under the tab Attached messages the owner of the action may now delete it when it has the status Under planning or Under execution.

New message

  • The save button now has the name Save / Send. Save and process now has the name Process. The buttons have the same behaviour as before, which means that both buttons still save the message.
  • Deactivated users are no longer shown as possible receivers for messages, even if they are set up as case handlers for the selected message form.


Changes in version 3.00 - 03.10.2008

General

  • Qm+ has changed platform from Orion application server to Tomcat and Apache. This should not affect the service in any way.
  • All customers are now connected with SSL encoding of the transfered data. This means that those of you who link directly to the login page in Qm+ have to replace http:// with https://. http:// will continue to work for a while. Those who link to our web page with http://www.qmplus.net do not need to make any changes. Contact drift@qmplus.net for questions.
  • The AD module is now ready for testing. Those who are interesed in setting it up should contact drift@qmplus.net.
  • All pages in the system now have a Help button that opens the coresponding page in the new Qm+ encyclopedia. The encyclopedia system is written in a media wiki system that those who have used a wikipedia variant will recognise. The main page of the new Qm+ encyclopedia may be reached from the normal Help folder or by pressing the link called Hovedsiden when viewing a documentation page. The new Qm+ encyclopedia is currently only available in Norwegian and the Help button is only shown for users with bokmål, nynorsk, swedish or danish as language. We are planning to create an english version eventually.
  • A slight change of colour in the pages will hopefully make it easier to see which folders are selected.

Admin

  • Create user. The error message when trying to create a user with an existing user name now tells which department the exisiting user belongs to.
  • Links/Link overview/Edit link overview. New informtion field for link overviews. The information text is shown when the user holds the mouse pointer over the Link overview folder in the Info page.
  • Forms/Message forms/Edit message form. The Super user may now choose if a message form should be anonymous or if the user should be able to specify if the message should be anonymous when registering it.
  • Category group/Edit category group. New information field. The information text is shown when the user holds the mouse pointer over the name of the category group in the message form.

Activity plan

  • Comment overview. Possibility to view the paper version for actions and report.
  • Fill out list: The department name shown behind the name of the user now shows the department the answer is registered on instead of the department the user belongs to. This will be the same department in most cases.

Inbox / Archive

  • Message form. Message forms may now have a check box for choosing to register an anonymous message.
  • Message form. A message form may now show an informative text when holding the mouse pointer above the name of an category group.
  • The register new message drop-down menu is now bright yellow and is separated from the folders in the Inbox page. This will hopefully make it more visible.
Retrieved from "http://qmplus.net/wiki_en/index.php/Changes_for_managers,_case_handlers_and_reviewers"
Personal tools
In other languages